Hayden Wooters is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he has held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diverse investment funds.

Matthew Weiss is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fisher Investments and has held prior roles at UBS, Morgan Stanley, Guaranteed Rate, E*TRADE, CoastHills Credit Union, and Bank of America. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical and tax-aware strategies.

Ashley Lonstad is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. She has 10 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research. The firm is notable for its tax-aware strategies and extensive sub-advisory relationships across multiple investment vehicles.

Ella Rose Budd is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has eight years of industry experience, including two years at Cinetopia before joining Fisher Investments in 2018. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware and risk management strategies to construct globally diversified portfolios.

Bradden Schmidt is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Shogun Bowl. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across equities, fixed income, and blended strategies. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware and risk management techniques in constructing diversified portfolios.

Sarah Voegelin is a financial advisor at Fisher Investments with nine years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates quantitative and qualitative analysis to construct globally diversified portfolios.

Adam Wiener is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Wells Capital Management from 2014 to 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct diversified portfolios, offering tax-aware and risk management strategies.

Alexa Situ is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of finance, she has experience with Fuller Rhythm Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Maria Perez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers services on a non-discretionary basis.

Jordan Humble is a financial advisor with Fisher Investments in Plano, TX, holding Series 66, 63, and 65 licenses and six years of industry experience. His prior roles include positions at Merrill Lynch, Alpha Southern Capital LLC, and Northwestern Mutual Investment Services LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment policy committee that integrates quantitative and qualitative analysis to construct diversified portfolios and utilizes various risk management and tax-aware strategies.

Ben Givan is a financial advisor at Fisher Investments with two years of industry experience and holds a Series 66 designation. Prior to joining Fisher Investments in 2025, he worked briefly at Edward Jones and held various positions outside the financial industry. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Santiago Morales is a financial advisor at Fisher Investments with Series 65 and Series 63 designations and three years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Wells Fargo Securities, LLC from 2021 to 2025. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, along with tax-aware processes and risk management techniques.

Jonathan Nwachukwu is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and five years of industry experience. His prior work includes roles at PartsFleet, Bite Squad, Puritan Financial Group, and Rich's Foods. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis, utilizing tax-aware strategies and risk management techniques.

Cynthia Scoggin is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. She worked at TD Ameritrade for 20 years before joining Charles Schwab in 2021. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Evan Ball is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, Merrill, The Prudential Insurance Company of America, and Wells Fargo. Fisher Investments serves a diverse global client base of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with a five-member Investment Policy Committee and utilizes tax-aware strategies and risk management tools.

Yanmin Young is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program.

Richard Mason is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damian Martorella is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Allstate Financial Advisors, LLC, Allstate Insurance Co, and Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm uses a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios, employing various risk management strategies such as tax-aware processes, derivatives, and tax-loss harvesting.

Lauren Bristol is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her career in the industry in 2025. Prior to joining Fidelity, her work experience includes roles at Doordash, Inc. and Rhino Medical Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. Its approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Lance Sutton is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Charles Schwab and New Bath Technologies and has a background that includes roles in education and technology. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.